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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,632 | $70,430-49.4% | $96,572-63.1% | $85,851-58.5% |
| Participation rate | 71.6% | 61.8%+9.8pp | 69.8%+1.8pp | 69.3%+2.3pp |
| Annual return | 15.10% | 18.58%-3.5pp | 37.79%-22.7pp | 318.63%-303.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,963 | $2,894+2.4% | $3,850-23.0% | $3,952-25.0% |
| Admin fee / account holder | $90 | $4,996-98.2% | $6,183-98.5% | $6,261-98.6% |